Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Real Estate Securities Institutional Fund " in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROTECH HEALTHCARE INC. ROTECH HEALTHCARE INC. 401(K) SAVINGS PLAN | ORLANDO FL | 3,273 | $74.7M | $1.7M |
| 2 | CRANE 1 SERVICES, INC. CRANE 1 SERVICES, INC. RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 506 | $19.0M | $30K |
| 3 | NATURAL FACTORS NUTRITIONAL PRODUCTS INC. |
MONROE WA |
| 261 |
| $9.9M |
| $5K |
